Antique said fixed-rate dominated lenders benefited from yield stability amid falling rates, while floating-rate players relied on faster balance sheet transmission
Home First Finance share price declined 6.2 per cent to ₹1,170.5 in the intraday trade on the National Stock Exchange (NSE)
Centrum Broking bets on Aptus and Home First Finance; the brokerage believes recent stock price corrections offering a potential entry opportunity
Motilal Oswal said Home First Finance would closely track loan growth guidance and yield trends, noting that incremental yields have moderated
Within the space, Kotak's preferred names are Aadhar Housing Finance and Aavas Financiers, citing their positioning and growth potential. It also finds Aptus Value attractive for its profitabilty
According to the analysts, disbursement growth remained soft across most lenders in Q2FY26 due to seasonality and increased caution in SME/MSME segments.